C Pas LLC (Lansing)

C Pas LLC is a related adviser based in Lansing. It manages $64.27 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.

C Pas provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

C Pas: assets under management

The assets under management (AUM) of C Pas LLC is $64.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.27 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay C Pas LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at C Pas LLC

Jeffrey James Phillips has served as the Chief Investment Officer since 1 Sep 2008 and Steve Davis Kelly is the Chief Executive Officer of C Pas LLC family office. Nicole Anne Spitzley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rehmann	Member	1 Sep 2008	75% - 100%	38-3567902
Llc The Rehmann Group	Member	1 Sep 2008	75% - 100%	38-3567902
Ronald Lewis Knipping	Chief financial officer	1 Sep 2008	Other	2490894
Frederick John Schaard	Chief operating officer	1 Sep 2008	Other	1101334
Jeffrey James Phillips	Chief investment officer	1 Sep 2008	Other	4319983
Ethan Albert Anderson	Chief investment strategist	1 Sep 2008	Other	4122812
John H Wallick	Platform director	1 Sep 2008	Other	4705991
Nancy Sue Walls	Chief compliance officer	1 Sep 2008	Other	2984225
Steve Davis Kelly	Chief executive officer	1 Sep 2008	Other	5610509
Mitchell Alan Reno	Chief marketing and sales officer	1 Sep 2008	Other	5610520
Inc. The Rehmann Group	Member	1 Sep 2008	75% - 100%	38-3567902
John Herron Wallick	Platform director	1 Sep 2008	Other	4705991
Carl Anthony Sorboro	Chief compliance officer	1 May 2010	Other	1127291
Karen Kay Rees	Controller	1 May 2010	Other	5785283
Nancy Sue Walls	Chief compliance officer	1 Feb 2012	Other	2984225
Nicole Anne Spitzley	Chief compliance officer	1 Jan 2014	Other	5526351

Based in Lansing

The principal office where C Pas LLC performs its advisory services is located at 4086 Legacy Parkway, Lansing, MI 48911 4261, which is also the mailing address of the firm. An additional office of the firm is in Saginaw, MI. It doesn’t run an office outside of the United States.